Settings and activity
64 results found
-
21 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment 
Anna Wagner
supported this idea
·
-
101 votesAnna Wagner
shared this idea
·
-
4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
shared this idea
·
-
60 votes
When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
Anna Wagner
supported this idea
·
-
24 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Anna Wagner
commented
We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups or some type of filtering is difficult, especially since fund names aren't always super clear as to the type of fund.
Something similar to the nonprofit directory being able to sort by something designated by the foundation (for us it would be fund group, but it sounds like others have different needs, so having that able to be customized would be ideal).
Anna Wagner
supported this idea
·
-
13 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
supported this idea
·
-
4 votes
Donors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
An error occurred while saving the comment Anna Wagner
commented
I think what Bryan is wanting is to have something similar to what the nonprofit directory allows where you can click on a type (i.e., Designated or Scholarship) to help filter a long listing. We definitely would like some type of filtering/sorting feature available to donors as well.
Anna Wagner
supported this idea
·
-
5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Anna Wagner
commented
Same. We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups is difficult.
If adding the grouping isn't available, could this be added as a sort function? Similar to the nonprofit directory being able to sort by type.
Anna Wagner
supported this idea
·
-
6 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
supported this idea
·
-
12 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Anna Wagner
supported this idea
·
-
31 votesAnna Wagner
supported this idea
·
-
16 votesAnna Wagner
supported this idea
·
-
56 votesAnna Wagner
supported this idea
·
-
32 votesAnna Wagner
supported this idea
·
-
26 votesAnna Wagner
supported this idea
·
-
43 votes
An error occurred while saving the comment Anna Wagner
commented
Having this be an option for the foundation to decide if they want an email sent or not would be ideal. We've had the same thing happen.
Anna Wagner
supported this idea
·
-
24 votesAnna Wagner
supported this idea
·
-
8 votesAnna Wagner
shared this idea
·
-
94 votes
An error occurred while saving the comment Anna Wagner
commented
This is definitely needed. If you change any fund and then run a report for an earlier period, you have to manually edit the report info, which is not good for data integrity or consistency of presentation. Relying on a person to remember that a certain number of funds changed groups or subgroups after a certain period and then change what is generated from the system is not a reliable way to create reports, especially if you've had turnover.
Anna Wagner
supported this idea
·
-
10 votesAnna Wagner
supported this idea
·
Yes, please! Also, linking an unposted donation should not automatically adjust a pledge. It amplifies these types of messy issues.